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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,540 | $227,399-9.2% | $189,758+8.8% | $198,609+4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.53% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $7,175 | $5,526+29.8% | $4,767+50.5% | $5,055+41.9% |
| Participant deferral / active EE | $2,631 | $6,837-61.5% | $5,856-55.1% | $6,977-62.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |